Reported 10 months ago
On June 10, 2024, AI leader NVIDIA's GB200 server, utilizing water cooling for the first time, has spurred the cooling industry where Delta Electronics (2308), Wistron, and Chicony are actively seizing opportunities. Only Delta Electronics was named by Huang Jen-xun as a supply chain partner, causing the stocks of Wistron and Chicony to decline for seven consecutive days, but foreign funds remain optimistic about the long-term growth trend of the cooling industry leaders. Today, Wistron and Chicony's stock prices broke the seven-day decline pattern, with Wistron rising by 5.34% and Chicony by 7.58%, hitting over half the limit up during trading hours, backed by endorsements from foreign institutions like Morgan Stanley and Goldman Sachs.
Source: YAHOO